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Midland Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Midland Wealth Advisors’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,710
Closed -$341K – 224
2024
Q1 		$341K Sell
6,710
-15,252
-69% -$755K 0.02% 160
2023
Q4 		$1.1M Buy
+21,962
New +$1.03M 0.08% 79

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Midland Wealth Advisors's DGS Position: Q2 2024 in Review

Midland Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2024, closing a stake of 6,710 shares — an estimated $341K sold.

Midland Wealth Advisors first reported a position in DGS in Q4 2023 and held it in 2 quarters. The position peaked at $1.1M in Q4 2023. 229 funds tracked by Wall St. Rank hold DGS as of Q2 2024.

  • Midland Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 6,710 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2024, an estimated $341K.
  • Midland Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and held it in 2 quarters.
  • Midland Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.1M in Q4 2023.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2024.

Based on Midland Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.